Revenue Operations
Align sales, marketing, and customer success around one revenue engine — with the data, systems, and comp plans to run it.
Built inside VISTA Equity-backed SaaS companies and PE-backed portfolio businesses. We design and stand up the RevOps function that turns a fast-growing sales team into a predictable, forecastable revenue machine — from pipeline governance to comp plan modeling to executive dashboards.
Focused sub-services under RevOps.
Sales Compensation Design & Administration
Model, document, and administer sales compensation plans that align to company objectives — including quarterly commission processing in partnership with Finance and HR.
Pipeline Governance & Forecasting
Value-based sales stages, stage-duration logic, and pipeline hygiene rules that surface stalled deals and produce a forecast leadership can actually trust.
Performance Dashboards & Reporting
Executive, team, territory, and partner-channel dashboards built for decision-making — not just data display.
Territory Design & Account Scoring
Logic-based territory balancing across Sales, BDR, and CS teams, plus target account scoring algorithms to focus your team on the right prospects.
Looking for something not offered under RevOps? Connect with us →
Salesforce & CRM Systems
Certified Salesforce Administrator with a track record of full-scale implementations reaching 100% user adoption.
Learn moreFractional Operational Leadership
Fractional RevOps and Sales Operations leadership for founders, growth-stage companies, and PE-backed portfolio companies.
Learn moreSales & Marketing Strategy
Integrated go-to-market strategy across sales, marketing, and advertising — with the operating plan to run it.
Learn moreLet's build a stronger foundation for your business.
Tell us where you are today. We'll help you map a path to clearer strategy, stronger systems, and sustainable growth.